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Tuesday, December 15, 2009, 6:01PM ET - U.S. Markets Closed. Dow Down 0.47% Nasdaq Down 0.50%
MFS Conservative Allocation R2 (MCARX)On Dec 14: 11.66  Up 0.05 (0.43%)  
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Performance  As of 30-Nov-09Get Performance for:
PERFORMANCE OVERVIEW 
Morningstar Return Rating:Above average
Year to Date Return:20.88%
5-Year Average Return:4.22%
Number of Years Up:4
Number of Years Down:1
Best 1-Yr Total Return (2006):8.24%
Worst 1-Yr Total Return (2008):-16.79%
Best 3-Yr Total Return (2005-7):6.27%
Worst 3-Yr Total Return (2006-8):-1.20%
LOAD ADJUSTED RETURNS 
1-Year:No load
3-Year:No load
5-Year:No load
10-Year:No load
TRAILING RETURNS (%) VS. BENCHMARKS 
ReturnMCARXCategoryDiffIndex*Diff
Year To Date20.8819.411.47N/AN/A
1-Month2.572.380.19N/AN/A
3-Month5.374.880.49N/AN/A
1-Year23.0923.37-0.28N/AN/A
3-Year2.610.452.16N/AN/A
5-Year4.222.901.32N/AN/A
Last Bull Market ( 28-Feb-09 to 30-Sep-09)27.3525.192.16N/AN/A
Last Bear Market ( 31-Aug-08 to 31-Aug-09)-0.75-3.192.44N/AN/A
* Index means [ ]
ANNUAL TOTAL RETURN (%) HISTORY  
YearMCARXCategoryDiff
2009N/AN/AN/A
2008
 
-16.79-18.611.82
2007
 
7.074.532.54
2006
 
8.248.160.08
2005
 
3.552.970.58
2004
 
6.805.461.34
2003N/A12.34N/A
2002N/A-3.11N/A
2001N/A-0.39N/A
2000N/A4.28N/A
1999N/A5.85N/A
PAST QUARTERLY RETURNS (%) FOR MCARX 
Q1Q2Q3Q4
2009-3.1310.6710.61N/A
2008-3.24-0.34-4.74-9.41
20071.612.751.870.67
20061.93-0.603.383.34
2005-0.801.341.761.22
20041.95-0.640.554.86
2003N/AN/AN/AN/A
2002N/AN/AN/AN/A
2001N/AN/AN/AN/A
2000N/AN/AN/AN/A
1999N/AN/AN/AN/A
RANK IN CATEGORY (BY TOTAL RETURN) 
PeriodRankFunds in Category% Rank
Year To Date25563939.91
1-Month32765549.92
3-Month30065345.94
6-Month23264735.86
1-Year21963534.49
3-Year5951411.48
5-Year4734913.47

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